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Tips and Tricks for Bulk Document Generation

Run the Workflow in Debug mode​

The workflow runs multiple steps and there may be times some things is not working as expected. You can run the work flow in debug mode and examine more information. When you select just one row for running Workflow ,It automatically runs in debug mode and returns more information. This information is also sent in the email if you opt to receive the result in the email.

Avoid unnecessary network calls​

Docu Merge supports Embed Image expression using which you can embed an outside image . Since this is a net workcall this can fail if the service isnt available at the time . It's better to avoid this and use Google drive to store your images.

Filter or Hide unwanted Rows​

There may be a situation where you do not want to generate Documents for certain rows . You can apply filters or hide those rows in the Source google sheet and run Docu Merge workflow by selecting Skip Hidden & Filtered Rows

Avoid unnecessary special characters in the first Row of Google sheet.​

The first Row of your Google sheet get a special treatment . The cell values are used as Table columns and used inside template. Having special characters in the first row cell value may cause problems and it's better to avoid them.